Tiptree announces CFO transition: Sandra Bell to retire, Scott McKinney named successor.

TIPTREE INC.

Sandra Bell to retire as CFO effective March 31, 2023 or filing of 2022 Form 10-K.
Scott McKinney, current Deputy CFO, appointed CFO effective same date.
McKinney receives $450k base salary, annual bonus eligibility, and 350k PRSUs with price milestones ($20-$60).
Bell receives cash severance equal to base salary ($450k min) and 2022 bonus of at least $1.02M, plus COBRA premiums.

item 5.02 item 9.01 item 7.01

Executive movements

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Departed

Sandra Bell

Chief Financial Officer

TIPT · TIPTREE INC.

Successor: Scott McKinney
Filed: October 17, 2022, 7:59 PM ET

Tiptree Inc. (“Tiptree” or “the Company”) announced the retirement of Sandra Bell as Chief Financial Officer of Tiptree, effective the latter of March 31, 2023 or the date that Tiptree’s Form 10-K for the fiscal year ending December 31, 2022 is filed with the SEC (the “Transition Effective Date”).

Appointed

Scott McKinney

Chief Financial Officer

TIPT · TIPTREE INC.

Filed: October 17, 2022, 7:59 PM ET

the Board of Directors (the “Board”) of Tiptree appointed Scott McKinney, age 38, as Chief Financial Officer of Tiptree, effective as of the “Transition Effective Date”.

Key facts

Extracted from this filing and checked against the source text.

Executive change SEC 8-K Item 5.02 confidence 0.95

Sandra Bell retired as Chief Financial Officer at TIPTREE INC..

Action: retired
Role: Chief Financial Officer

Exact text from the filing

Tiptree Inc. (“Tiptree” or “the Company”) announced the retirement of Sandra Bell as Chief Financial Officer of Tiptree, effective the latter of March 31, 2023 or the date that Tiptree’s Form 10-K for the fiscal year ending December 31, 2022 is filed with the SEC (the “Transition Effective Date”).

View on SEC.gov

Executive change SEC 8-K Item 5.02 confidence 0.95

Scott McKinney was appointed as Chief Financial Officer at TIPTREE INC..

Action: appointed
Role: Chief Financial Officer

Exact text from the filing

the Board of Directors (the “Board”) of Tiptree appointed Scott McKinney, age 38, as Chief Financial Officer of Tiptree, effective as of the “Transition Effective Date”.

View on SEC.gov

TIPTREE INC. filing history →

Source: SEC EDGAR

accession 0001393726-22-000116

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